Rivermont Capital Management Lp Top Holdings and 13F Report (2025) About Rivermont Capital Management LpInvestment ActivityRivermont Capital Management Lp has $265.53 million in total holdings as of December 31, 2024.Rivermont Capital Management Lp owns shares of 19 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 42.97% of the portfolio was purchased this quarter.About 19.81% of the portfolio was sold this quarter.This quarter, Rivermont Capital Management Lp has purchased 17 new stocks and bought additional shares in 7 stocks.Rivermont Capital Management Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Willis Towers Watson Public $28,625,124LPL Financial $19,610,844Tapestry $17,971,172Constellation Energy $17,667,945ACV Auctions $17,262,223 Largest New Holdings this Quarter LPL Financial $19,610,844 HoldingTapestry $17,971,172 HoldingEVERUS CONSTR GROUP $15,304,365 HoldingRobinhood Markets $13,152,780 HoldingMarvell Technology $12,587,655 Holding Largest Purchases this Quarter LPL Financial 60,062 shares (about $19.61M)Tapestry 275,083 shares (about $17.97M)EVERUS CONSTR GROUP 232,766 shares (about $15.30M)Robinhood Markets 353,000 shares (about $13.15M)Marvell Technology 113,967 shares (about $12.59M) Largest Sales this Quarter Jones Lang LaSalle 30,794 shares (about $7.80M)Constellation Energy 19,725 shares (about $4.41M)SS&C Technologies 50,047 shares (about $3.79M)ACV Auctions 136,382 shares (about $2.95M)Clean Harbors 2,017 shares (about $464.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRivermont Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWTWWillis Towers Watson Public$28,625,124$3,777,988 ▲15.2%91,38410.8%FinanceLPLALPL Financial$19,610,844$19,610,844 ▲New Holding60,0627.4%FinanceTPRTapestry$17,971,172$17,971,172 ▲New Holding275,0836.8%Retail/WholesaleCEGConstellation Energy$17,667,945$4,412,680 ▼-20.0%78,9776.7%Oils/EnergyACVAACV Auctions$17,262,223$2,945,851 ▼-14.6%799,1776.5%Retail/WholesaleNWSANews$16,997,055$3,590,445 ▲26.8%617,1776.4%Consumer DiscretionaryEVERUS CONSTR GROUP$15,304,365$15,304,365 ▲New Holding232,7665.8%COMCLHClean Harbors$13,708,749$464,192 ▼-3.3%59,5675.2%Business ServicesHOODRobinhood Markets$13,152,780$13,152,780 ▲New Holding353,0005.0%FinanceJLLJones Lang LaSalle$12,818,250$7,795,193 ▼-37.8%50,6374.8%FinanceMRVLMarvell Technology$12,587,655$12,587,655 ▲New Holding113,9674.7%Computer and TechnologySPOTSpotify Technology$12,571,378$12,571,378 ▲New Holding28,1004.7%Business ServicesWDCWestern Digital$12,524,983$540,725 ▲4.5%210,0454.7%Computer and TechnologyPATKPatrick Industries$12,287,449$7,090,712 ▲136.4%147,8994.6%ConstructionSSNCSS&C Technologies$11,367,152$3,792,562 ▼-25.0%150,0024.3%Computer and TechnologyUSFDUS Foods$11,012,575$3,143,568 ▲39.9%163,2464.1%Consumer StaplesFERGUSON ENTERPRISES INC$10,770,366$173,570 ▲1.6%62,0524.1%COMMON STOCK NEWVFCVF$4,791,739$85,604 ▲1.8%223,2871.8%Consumer DiscretionaryMTNVail Resorts$4,498,800$4,498,800 ▲New Holding24,0001.7%Consumer DiscretionaryGE VERNOVA INC$0$10,574,531 ▼-100.0%00.0%COMBOOTBoot Barn$0$7,253,094 ▼-100.0%00.0%Retail/WholesaleAZPNAspen Technology$0$6,968,051 ▼-100.0%00.0%Computer and TechnologyTRMBTrimble$0$5,712,280 ▼-100.0%00.0%Industrial ProductsBROSDutch Bros$0$2,672,327 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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